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72096 Ramos Avenue Suite D, Covington, LA 70433 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-01 |
Branch Locations
72096 Ramos Avenue Suite D, Covington, LA 70433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beam Wealth Advisors,Inc. | Roanoke | TX | 05/2024 | Present |
| Integra Lifesciences | Princeton | NJ | 04/2021 | 04/2025 |
| Buffalo Supply Inc. | Lafayette | CO | 04/2019 | 04/2021 |
| Novasyte | Carlsbad | CA | 04/2013 | 04/2019 |
| Brij Medical | Roanoke | TX | 04/2025 | 12/2025 |
1. Salubrious Consulting; Not investment related; residence location; Consultant; 9/15/23; 30 hours; 0 hours ; Consultant on federal government contracting and sales strategies 2. Paisley's Pals, LLC; Not investment related; residence location; Non-profit focused on education in emergencies; Chairman of the Board; 01/2019; 4 hours, 0 hours; Work with wife and daughter on non profit to bring education to refugee children. 3. Ideal Healing LLC; not investment related; residence location; company setup to design a health care application; CEO; 2/2024; 5 hours; 0 hours; work with other members to create healthcare application for wound monitoring
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
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